September 9, 2014

Capitalism Distribution

This is a really great study.  Well worth your time. Although it is really strange they never reference Longboard’s study from a few years ago, “The Capitalism Distribution“. Charts then download: —- —- Download PDF Agony and Ecstasy  Website
August 21, 2014


This is a nicely done piece by John Hancock.  Fun to flip through all the charts The chart then download: —- —- Download PDFs Market Intelligence Website
July 13, 2014

Quality, Top Investors and More

I sat down with my friend Peter Mladina the other day over some beers at a local pub.  And along various conversations about the art of winemaking (his) and brewing beer (my first time, came out not bad), we chatted […]
May 22, 2014

Year of the Gator

If I wasn’t on the road for six weeks I would have tried to make the iCIO conference in Carolina. Below is Yusko’s presentation, as well as his quarterly update. Quote then downloads: —- “I have an Investment Rule that […]
February 12, 2014

#1 Read of the Year

Publication has been slow, so thank you for your patience! The good news is there is a backlog of great reads coming, including my #1 favorite read every year in this issue. CSFB publishes the Global Investment Returns Yearbook each […]
January 19, 2014

Real Money Updates

I like reading the updates from the real money institutions – foundations, endowments, pension funds and the like.  aiCIO is a great website that covers the space.  The best part – it is all free.  Below are links for the […]
December 31, 2013

Cheap Across the Board

A long chart filled piece from JPM.  Below is a great chart of country valuations across CAPE, P/B, and dividends.  The #1 ranking is one of my favorite picks for 2014! Chart then download: —- —- Download PDF Long Term […]
October 11, 2013

Guide to Markets

I’m always a sucker for chart books, and we’ve featured JPM’s Guide to the markets before.  Here is their new quarterly update. Quick chart then the download: —- —- Download PDFs Guide to the Markets Website
July 23, 2013

Guide to the Markets

JP Morgan puts out one of my favorite chartbooks every quarter in their “Guide to the Markets”. Here are a few pics from their 70 page PPT before the download: —- —- Download PDF Guide to the Markets 3Q 2013 […]
February 5, 2013

My #1 Read of the Year

I’m taking the red-eye to Colombia tonite, so I have printed out a big stack of papers for the plane.  I am super excited to be reading probably my favorite update of the year, the Credit Suisse Global Investment Returns […]
January 23, 2013

Harnessing the best ideas from academia

It is really, really difficult to stay abreast of all of the white papers and academic papers that come out on a daily basis.  There used to be a service called Alpha Letters (not sure what happened to it) that […]
October 23, 2012

Tactical Playbook

This week’s report looks to uncover opportunities that may lie hidden in the short-term noise. In this issue we include research from Waverly Advisors out of Corning, NY.  Waverly blends macro, quant, fundamentals, and real world derivatives experience to come […]